Steven Essex's Location
Hartford, Connecticut, United States
Steven Essex's Work
- Executive Vice President @ Salisbury Bank and Trust Company
- Trust and Estate Consultant @ The MassMutual Trust Company, F.S.B.
- Financial Planner and Advisor @ Ridgefield Bank
- Senior Relationship Coordinator @ Merrill Lynch Family Office Group
- Banking and Trust @ Connecticut National Bank/Shawmut/Fleet/Fleetboston
Steven Essex's Education
- University of Connecticut
Bachelor Of Arts (Economics)
1987 - 1991
Steven Essex's Skills
- Wealth Management
- Estate Planning
- Retirement Planning
- Portfolio Management
- Strategic Financial Planning
- Financial Analysis
- Financial Advisory
- Project Management
- Tax
- Investment Management
Steven Essex's Summary
Steven Essex, based in Hartford, Connecticut, United States, is currently a Executive Vice President at Salisbury Bank and Trust Company, bringing experience from previous roles at Massmutual Trust Company, Ridgefield Bank, Merrill Lynch Family Office Group and Connecticut National Bank/Shawmut/Fleet/Fleetboston. Steven Essex holds a 1987 - 1991 Bachelor Of Arts in Economics @ University of Connecticut. With a robust skill set that includes Wealth Management, Estate Planning, Retirement Planning, Portfolio Management, Strategic Financial Planning and more, Steven Essex contributes valuable insights to the industry. Steven Essex has 3 emails on RocketReach.
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